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Nonprofit · EIN 20-0839777

COMMUNITY BENEFIT TREE INC

Tax-exempt · KAUKAUNA, WI 54130

Financials

$525K$616K2023$639K$581K2024
Revenue Expenses · by fiscal year end
Financials of COMMUNITY BENEFIT TREE INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$638,883$581,217$57,666$240,021$451$239,570
December 31, 2023990$525,499$616,377-$90,878$214,664$0$214,664
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$533,354
of which government grants
$32
Program service revenue
$105,315
Investment income
$214
Other revenue
$0

Expenses

Grants and similar amounts paid
$100,044
Other salaries and wages
$176,309
Salaries, compensation and benefits (total)
$193,899
Professional fundraising fees
$15,000
Occupancy
$58,041
Depreciation
$936
Program services (functional)
$459,441
Management and general (functional)
$60,216
Fundraising (functional)
$61,560

Balance sheet and other

Total assets, start of year
$214,664
Total assets, end of year
$240,021
Total liabilities, end of year
$451
Net assets, end of year
$239,570
Land, buildings and equipment
$2,564
Net assets without donor restrictions
$59,920
Net assets with donor restrictions
$179,650
Gross receipts
$638,883
Employees
4
Volunteers
150
Year formed
2004
State of legal domicile
WI

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
Lisa DolajeckSecretary
Trustee or director, Officer
2$0
Don HerrmannBoard Member
Trustee or director
1$0
Heather WessleyBoard Member
Trustee or director
1$0
Mason SterrBoard Member
Trustee or director
1$0
Allison HutchisonBoard Member
Trustee or director
1$0
Lindsay SorensonTreasurer
Officer
1$0
Scott LamersVice President
Officer
2$0
Will WoolmanPresident
Officer
2$0
990 for the year ended December 31, 2023: 8 people
NameTitleHours / weekCompensation
Lindsay SorensonBoard member
Trustee or director
1$0
Jess LocyBoard Member
Trustee or director
1$0
TJ HemauerBoard Member
Trustee or director
1$0
Joe AckermanBoard Member
Trustee or director
1$0
Will WoolmanTreasurer
Trustee or director, Officer
2$0
Lisa DolajeckPresident
Trustee or director, Officer
2$0
Scott LamersVice President
Trustee or director, Officer
2$0
Don HerrmannSecretary
Trustee or director, Officer
2$0

Address and contacts

Address (IRS master file)
W1734 KEN DALE DR, KAUKAUNA, WI 54130-2759
In care of
% LISA DOLAJECK
Signed the 990
LISA DOLAJECK, Secretary
Phone
(920) 422-1919
Return prepared by
Reliance Accounting and Tax Service

Mission

To assist individuals and their families within the community during their medical crisis through education, support, resources, and financial assistance through personalized fundraising events.

990 for the year ended December 31, 2024

Program accomplishments

  • Facilitate fundraising events planned by family and friends of inidividuals going through a medical crisis and provided supportive services in to families facing medical debt including financial, emotional and community suport as well as directing them to community services that might benefit them.
    Expenses $381,618 · grants $122,139 · revenue $65,674
  • Life Celebration Center Thrift Store - Resell donated items to help raise awareness of families we are supporting and provide additional funding to give back to families
    Expenses $77,823 · revenue $39,641

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
20-0839777
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2004
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Human services (P20)
Assets (IRS master file)
$240,021
Income (IRS master file)
$638,883

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$638,883$581,217$240,021XML
990December 2023$525,499$616,377$214,664XML
990December 2022$608,911$440,137$305,257IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-0839777).

Questions about COMMUNITY BENEFIT TREE INC

What is the EIN of COMMUNITY BENEFIT TREE INC?
The employer identification number (EIN) of COMMUNITY BENEFIT TREE INC is 20-0839777.
Is COMMUNITY BENEFIT TREE INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
Are donations to COMMUNITY BENEFIT TREE INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does COMMUNITY BENEFIT TREE INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of COMMUNITY BENEFIT TREE INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did COMMUNITY BENEFIT TREE INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who are the officers and directors of COMMUNITY BENEFIT TREE INC?
The 990 for the year ended December 31, 2024 lists 8 people; 0 received compensation from the organization.
How much revenue does COMMUNITY BENEFIT TREE INC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $638,883, expenses of $581,217 and total assets of $240,021 at year end.

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